Wealth Management Trading Analyst: Trading & Tech Ops

Nicolet Bank; Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

PTO & paid holidays

Job summary

Nicolet National Bank in Wisconsin seeks a Wealth Management Trading Analyst to support trading, reporting and system integrations in a semi-autonomous, entrepreneurial environment.

You will review daily trading workflows with high accuracy, implement investment decisions, rebalance client accounts, coordinate trade file transmissions, and work with technology partners to enhance trading and reporting tools.

Qualifications

• Bachelor’s degree in Business, Finance or related field.
• Series 7 and 66 licensed preferred; Series 65 acceptable.
• 1–3 years of financial services experience.
• PC, phone system, general office equipment literacy.
• Proficient in Microsoft Office (Word & Excel).
• Maintain composure and communicate clearly under pressure.
• Strong work ethic and ability to learn quickly in a fast-paced environment.
• Organized and able to manage multiple priorities.
• Excellent verbal and written communication skills.

Responsibilities

• Review and process daily trading workflow with a high degree of accuracy.
• Implement investment decisions and rebalance client accounts according to changes in asset allocation.
• Facilitate and monitor daily trade file transmission, receipt and acknowledgements processes.
• Work with technology partners to analyze and enhance trading, reporting, and related systems.
• Develop written procedures when new products are introduced or systems changed.
• Support various department projects as needed.
• Uphold compliance with applicable laws and regulations and company policies.
• Promote diversity and inclusion within the workplace.
• Perform all other duties as assigned.

Skills

Series 7

Series 66

Series 65

Attention to detail

Microsoft Office

Education

Bachelor's degree in Business or Finance

Tools

Microsoft Excel

Microsoft Word

Job description

Nicolet National Bank in Wisconsin seeks a Wealth Management Trading Analyst to support trading, reporting and system integrations in a semi-autonomous, entrepreneurial environment.

You will review daily trading workflows with high accuracy, implement investment decisions, rebalance client accounts, coordinate trade file transmissions, and work with technology partners to enhance trading and reporting tools.